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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,076 | $162,136-94.4% | $152,301-94.0% | $154,746-94.1% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 9.55% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,207 | $8,341-61.5% | $8,004-59.9% | $6,730-52.3% |
| Admin fee / account holder | $12,039 | $15,759-23.6% | $14,398-16.4% | $14,365-16.2% |